+228.2%
TER vs PNC
+51.0%
+177.1%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -0.9% | +4.0% | +3.7% |
| 7D | +12.4% | -0.7% | +13.1% | +12.8% |
| 30D | +5.1% | -4.4% | +9.5% | +8.4% |
| 3M | +4.0% | +4.5% | -0.5% | +0.3% |
| 6M | +29.5% | +19.1% | +10.5% | +14.6% |
| YTD | +98.5% | +18.0% | +80.4% | +77.1% |
| 1Y | +234.1% | +24.1% | +210.0% | +187.4% |
| 3Y | +289.0% | +130.0% | +159.0% | +123.9% |
| 5Y | +228.2% | +50.4% | +177.8% | +146.4% |
| All | +228.2% | +51.0% | +177.1% | +146.4% |
Cumulative growth
Daily Returns
Daily percentage return beside PNC.
Daily Out/Under-Performance
Portfolio return minus PNC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PNC return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded PNC wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling